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Getting Started

Setting up Wisy is a straightforward process. Follow these three steps to move from initial configuration to your first AI-powered store visit.

1. Access the Dashboard​

Log in to the Wisy Web Dashboard. This is your command center where you will manage your product catalog, design surveys, and review field results.

2. Configure your Organization​

Before sending teams to the field, you must define what they are looking for:

  • Upload Products: Add the items you want the AI to recognize.
  • Create Teams: Invite users and assign them to specific territories or regions.
  • Build a Visit Flow: Define the sequence of tasks a user must complete at a store.

3. Launch the Mobile App​

Your field team should download the Wisy app on their iOS or Android device. Once they log in, their assigned visits and product lists will sync automatically, allowing them to work even without an internet connection.